TraderS | 缺德道人|Sep 17, 2026 09:42
After two months of shouting for a rate hike, it has finally landed. Let's now sort out the details of the post rate hike era:
1. At 12:00, there was no opposition, and the comparison with the last three opposing votes shows the hawkish determination of the ticket issuing committee
2. The dot matrix chart predicts another interest rate hike this year. Currently, the probability of a rate hike in December is higher than the consecutive rate hikes in October, but the specific situation is still mainly determined by oil prices
3. Walsh continued to maintain a style of disclosing less information, did not vote in the dot matrix, and had a brief speaking time after the meeting. But after a few months of adaptation, I think it's okay because they will directly use macro data as a weapon to convey their goals, and the authenticity of the data comes second
4. Trump did not scold Walsh for raising interest rates, but expressed understanding. He only said that the US interest rate should be 1%
5. The yield of US Treasury bonds has not been effectively suppressed by interest rate hikes, and the upward trend has not yet reversed. The current situation of three parties grabbing money in US stocks, US bonds, and corporate bonds has not improved, and it is impossible for the triangle to be broken only if one side becomes imbalanced in the future
6. Tomorrow, Japan will follow suit with interest rate hikes. A 25 basis point hike will maintain the interest rate differential, which is not conducive to easing the depreciation trend of the yen. A 50 basis point hike is necessary to effectively stop the trend
7. Inflation pressure and overheated employment data have not eased, and the atmosphere after the meeting is more pessimistic than expected
In general, Walsh's policy is "the situation is stronger than the people". He always uses national conditions and data as a shield, but it's no wonder that others do. In the final analysis, it's all due to Trump's failure to win in Iran
The US dollar tide has completely failed this time, entering a cycle of interest rate hikes before the harvest is completed. However, whether it is two or three increases this time, it is destined to be short-lived, and the US economy cannot afford high interest rates. Perhaps in the future, due to the collapse of the US stock market, a crisis will arise and the Federal Reserve will have to step down to rescue the market before interest rate cuts can begin
The short-term market outlook will depend on how the new statements from the vote committee after the end of this silent period guide market expectations. In the long run, it is not very optimistic, as raising interest rates means tightening the cycle, and the market may feel a chill in 2027.
@BITstocks_CN buys US stocks on BIT, with over 10000 US stocks and ETFs, holding real positions and enjoying dividends.
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